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Lesley Webster

How to Remove Imported Bank Transactions

Posted By

Hi,

I'm an absolute beginner so any help is gratefully received!

Since linking our bank account to Sage Business Cloud, over 3,000 bank transactions have been imported however we haven’t yet started adding all of our contacts and invoices so there’s nothing to match the transactions to. When I go into the bank account and click on the activity or reconciled tabs there are no transactions listed.

How do I remove these transactions, and will there be any consequence of doing that? Do I just tick the box next to each individual transaction then discard? Thanks

  • 0

    Good morning Lesley

    Removal of the queued transactions in your bank feed can be done manually by clicking the cross beside each transaction.

    As you have a large number of transactions you may wish to disconnect your bank feed (which will remove these transactions) and then reconnect being sure to select the current date from which you need to have transactions.

    If your situation is any more complex I would suggest contacting our support team on 0191 4795911 who will be able to assist.

*Community Hub is the new name for Sage City